As Associate Wealth Advisor, Austin is responsible for the ongoing management of existing client relationships and retention of clients. He works in conjunction with lead advisors and other technical specialists to develop advice for clients, assisting with the coordination of financial planning, tax planning, development of personal financial plans, and investment strategies.
Austin received a Bachelor of Science in Business Administration degree in Finance from Youngstown State University (OH) and minored in Economics with Statistics. He is licensed in Life, Health, and Accident Insurance for the State of Ohio and has earned the designation of CERTIFIED FINANCIAL PLANNER™.
Austin joined the team in 2019 after fulfilling a college internship with JFS during his spring semester. Prior to joining JFS, he also completed internships with MassMutual and Sherwin Williams.
Outside of work, Austin enjoys lifting weights, golfing, spending time with friends, and watching sports — especially the Dallas Cowboys.
